On-Track Process

At Blattel & Associates, our approach begins with your goals and is designed to help keep you on track through a cycle of assessment, management, and communication.


Our comprehensive financial management process includes:

1.     Prepare a financial snapshot.
We begin by getting to know you. We discuss your expectations and values, review your current financial situation, and discuss the steps needed to get you where you need to be.

2.     Define and prioritize goals.
Based on your financial snapshot, we work with you to bring clarity to your financial goals, assess your tolerance for investment risk, and define the specific goals you want to achieve.

3.     Create a game plan.
Next, we create a customized financial plan, including recommendations for your short- and long- financial actions and a clear strategy for your investment portfolio.

4.     Take action on the plan.
After discussing our recommendations with you and agreeing on an approach, we help you choose and implement a strategy designed to help you achieve your goals.

5.     Stay on track: Review and modify the plan.
Because neither life nor your portfolio is stagnant, we regularly review your plan with you, identifying necessary adjustments and refining your plan to respond to your changing needs.
